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This can be used to remove all automatic permissions (Project Manager Auto) granted to users as a result of becoming a project manager. NOTE: The ability to remove the right is with the admin only. -
This can be used to remove all automatic permissions (Resource Manager Auto) granted to users as a result of becoming a resource manager. NOTE: The ability to remove the right is with the admin only -
This can be used to remove all automatic permissions (Resource Manager Auto) granted to users as a result of becoming a resource manager. NOTE: The ability to remove the right is with the admin only
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This can be used to remove all automatic permissions (Resource Manager Auto) granted to users as a result of becoming a resource manager. NOTE: The ability to remove the right is with the admin only
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This training document is a Rego Consulting Quick Reference Guide to assist with placeholder role replacement in Clarity’s Modern User Experience. The document reviews accessing and fulfilling requests. -
A Quick Reference Guide to assist in replacing roles with named resources in Clarity’s Classic UI utilizing the Phoenix Theme UI. Reviews access the unfilled roles tab, using the resource finder, replacing the role, and using the booking confirmation portlet. -
A presentation slide deck from Rego University 2022. This course covered best practices for reporting data from Clarity.- Reporting Strategy Introduction
- Clarity Reporting Options
- Integrated BI Tools
- Best Practices
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Are you overwhelmed by all the new reporting changes and options? This class will explore the various reporting tools available in Clarity and help you understand the best way to output your data. We will provide use cases and examples to assist you in developing a reporting strategy for your organization. -
The Reset Admin Password technical trick provides the queries necessary to reset the administrator's password via the database. Passwords are forgotten, overwritten and misplaced often; using this technical trick, the support team will always have a back-up plan to gaining back access to the system. -
This portlet shows resource allocation by percent and hours, and gives ability to filter on allocation percent. The RM can use the portlet to see if any of the resources is over/ under allocated. -
This portlet shows resource allocation by percent and hours, and gives ability to filter on allocation percent. The RM can use the portlet to see if any of the resources is over/ under allocated.
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This portlet shows resource allocation by percent and hours, and gives ability to filter on allocation percent. The RM can use the portlet to see if any of the resources is over/ under allocated.
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Resource Availability – 4 Weeks is a grid portlet that displays all resources with their total allocated hours by week, and an average availability percent (4 Wk Avail %) for next four weeks. If % Available is negative, this indicates an over-allocation. Zero% Average Availability indicates fully allocated (no remaining availability). Filterable by Role, Resource, Resource Type, Full-Time/Part-Time, Availability Range. Contractor Type is a custom attribute (Lookup - String) created on the Resource object. It is attached to the lookup, Contractor Type (Lookup ID: REGO_CONTRACTOR_TYPE) that has static values Part Time (PT) and Full Time(FT). -
Resource Availability – 4 Weeks is a grid portlet that displays all resources with their total allocated hours by week, and an average availability percent (4 Wk Avail %) for next four weeks. If % Available is negative, this indicates an over-allocation. Zero% Average Availability indicates fully allocated (no remaining availability). Filterable by Role, Resource, Resource Type, Full-Time/Part-Time, Availability Range. Contractor Type is a custom attribute (Lookup - String) created on the Resource object. It is attached to the lookup, Contractor Type (Lookup ID: REGO_CONTRACTOR_TYPE) that has static values Part Time (PT) and Full Time(FT).
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Resource Availability – 4 Weeks is a grid portlet that displays all resources with their total allocated hours by week, and an average availability percent (4 Wk Avail %) for next four weeks. If % Available is negative, this indicates an over-allocation. Zero% Average Availability indicates fully allocated (no remaining availability). Filterable by Role, Resource, Resource Type, Full-Time/Part-Time, Availability Range. Contractor Type is a custom attribute (Lookup - String) created on the Resource object. It is attached to the lookup, Contractor Type (Lookup ID: REGO_CONTRACTOR_TYPE) that has static values Part Time (PT) and Full Time(FT).
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Resource Availability – 4 Weeks displays all resources with their total allocated hours by week, and an average availability percent (4 Wk Avail %) for next four weeks. This report also displays Resource Primary Role and Employment Type. User can further narrow their search by Resource Name, Resource Type & Week Start Date. User can use exact dates or relative dates for Week Start Date filter parameters. -
Resource Availability by Skill over Time is a grid portlet that provides Resource Managers a single place to view Resources’ skill sets along with their availability (hrs.) over a period of time. This report also displays the assigned Investments to date and the Actual hours to date for the Resource on those respective Investments. Users can further narrow their search by Skill Name, Resource Name, Project Manager, Start Date, End Date and Period Recurrence. -
Resource Availability by Skill over Time is a grid portlet that provides Resource Managers a single place to view Resources’ skill sets along with their availability (hrs.) over a period of time. This report also displays the assigned Investments to date and the Actual hours to date for the Resource on those respective Investments. Users can further narrow their search by Skill Name, Resource Name, Project Manager, Start Date, End Date and Period Recurrence.
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Resource Availability by Skill over Time is a grid portlet that provides Resource Managers a single place to view Resources’ skill sets along with their availability (hrs.) over a period of time. This report also displays the assigned Investments to date and the Actual hours to date for the Resource on those respective Investments. Users can further narrow their search by Skill Name, Resource Name, Project Manager, Start Date, End Date and Period Recurrence.
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The Resource Data Issues portlet is used to identify data exceptions related to resource setup. This portlet helps to identify where resources are missing key data or are possibly sitting in an exception state. This view will show resources that have one or many exceptions, including inactive resources. There is no security built into this portlet - all resources will show. The only required field in the filter is Days, which is the number of days since the user last logged in. The user may also narrow the results by resource, OBS, or project type. -
The Resource Data Issues portlet is used to identify data exceptions related to resource setup. This portlet helps to identify where resources are missing key data or are possibly sitting in an exception state. This view will show resources that have one or many exceptions, including inactive resources. There is no security built into this portlet - all resources will show. The only required field in the filter is Days, which is the number of days since the user last logged in. The user may also narrow the results by resource, OBS, or project type.
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The Resource Data Issues portlet is used to identify data exceptions related to resource setup. This portlet helps to identify where resources are missing key data or are possibly sitting in an exception state. This view will show resources that have one or many exceptions, including inactive resources. There is no security built into this portlet - all resources will show. The only required field in the filter is Days, which is the number of days since the user last logged in. The user may also narrow the results by resource, OBS, or project type.
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The Resources Demand Summary portlet displays the total Estimate to Complete (ETC’s) for Resources. The portlet displays the total per time scale value selected per resource and a grand total of all ETC’s for the selected time period. Filtering capabilities allow the user to filter by an individual resource, resource manager, time scale values, dates, and OBS. The portlet provides a Resource Manager with a single location to view ETC’s by Resource. -
The Resources Demand Summary portlet displays the total Estimate to Complete (ETC’s) for Resources. The portlet displays the total per time scale value selected per resource and a grand total of all ETC’s for the selected time period. Filtering capabilities allow the user to filter by an individual resource, resource manager, time scale values, dates, and OBS. The portlet provides a Resource Manager with a single location to view ETC’s by Resource.
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The Resources Demand Summary portlet displays the total Estimate to Complete (ETC’s) for Resources. The portlet displays the total per time scale value selected per resource and a grand total of all ETC’s for the selected time period. Filtering capabilities allow the user to filter by an individual resource, resource manager, time scale values, dates, and OBS. The portlet provides a Resource Manager with a single location to view ETC’s by Resource.
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Resource Financial Settings portlet provides resource managers a single place to view financial settings of various resources. It is a grid portlet that displays Resource details such as Name, Email, Manager, Employment Type, Is Active?, Is Open for Time?, Resource Class, Transaction Class and Department. You can further narrow your search by Resource(s), Active, Open for Time, Employment Type, Resource Class, Transaction class and Department. -
Resource Financial Settings portlet provides resource managers a single place to view financial settings of various resources. It is a grid portlet that displays Resource details such as Name, Email, Manager, Employment Type, Is Active?, Is Open for Time?, Resource Class, Transaction Class and Department. You can further narrow your search by Resource(s), Active, Open for Time, Employment Type, Resource Class, Transaction class and Department.
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Resource Financial Settings portlet provides resource managers a single place to view financial settings of various resources. It is a grid portlet that displays Resource details such as Name, Email, Manager, Employment Type, Is Active?, Is Open for Time?, Resource Class, Transaction Class and Department. You can further narrow your search by Resource(s), Active, Open for Time, Employment Type, Resource Class, Transaction class and Department.
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The Resource Lookups in a Group technical trick provides step-by-step instructions on creating a resource lookup based on members of a particular security group. For some fields, you want to narrow the amount of resources that the resource browse window supplies. By adding the selected users to a specific security group, the administrator may only display those resources in a resource browse window on the application side. -
The Resource Management training document provides an in-depth guide to resource management. This presentation is designed to provide resource managers with an overview to managing time, inputting users and roles, adjust allocations, availability and more within Clarity’s resource management module. This guide provides step-by-step instructions as well as detailed screenshots to ensure that the learning curve for your resource managers is minimal. -
Are you starting a resource management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers. -
Are you starting a resource management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers. -
Do you want to understand the OOTB configuration and functionality of resource management? In this class, we will review the OOTB objects, views, and functions of assignments, allocations, and other related areas. We will cover both classic and new UX highlighting differences. -
Do you want to talk to other customers that are using or plan to use demand management? In this moderated Round Table where customers can share experiences and provide insights on process, configurations, challenges, and successes. We will have an expert panel and then divide into small groups and discuss customer selected topics - 100% sharing. -
Evaluate resource allocations, identify bottlenecks, and ensure optimal resource utilization across projects and teams. Report Views include: • Allocation Discrepancies • Resource Detail • Resource Skills • Resource Summary • Resource Tasks • Staffing Allocations • Staffing ETC Demo Video - https://www.youtube.com/watch?v=0Rzwl1-jbck&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=6 -
Evaluate resource allocations, identify bottlenecks, and ensure optimal resource utilization across projects and teams. Report Views include:- Allocation Discrepancies
- Resource Detail
- Resource Skills
- Resource Summary
- Resource Tasks
- Staffing Allocations
- Staffing ETC
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